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Simplify Volatility Premium (SVOL)

CUSIP: 82889N863 | NYSE | 216 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Elevated Capital Advisors, LLC361,506
2.0% of portfolio›$5.9M
Key Capital Management, Inc191,515
1.1% of portfolio›$3.1M
Visionary Wealth Advisors160,889
0.1% of portfolio›$2.6M
Park Edge Advisors, LLC142,489
0.5% of portfolio›$2.3M
Howard Bailey Securities, LLC116,802
0.7% of portfolio›$1.9M
B.O.S.S. Retirement Advisors, LLC103,710
0.5% of portfolio›$1.7M
Mosley Wealth Management77,642
0.4% of portfolio›$1.3M
Blackston Financial Advisory Group, LLC53,997
0.5% of portfolio›$883.9K
Cambridge Advisors Inc.52,564
0.1% of portfolio›$860.5K
Discipline Wealth Solutions, LLC47,918
0.1% of portfolio›$784.4K
Networth Advisors, LLC44,390
0.4% of portfolio›$726.7K
Sigma Planning Corp41,607
0.0% of portfolio›$681.1K
Tactive Advisors, LLC36,506
0.1% of portfolio›$597.6K
Beacon Capital Management, LLC31,568
0.1% of portfolio›$516.8K
Ignite Planners, LLC30,814
0.1% of portfolio›$504.4K
Mather Group, Llc.20,731
0.0% of portfolio›$339.4K
Lloyd Advisory Services, Llc.19,649
0.1% of portfolio›$321.6K
Wealthcare Advisory Partners LLC18,522
0.0% of portfolio›$303.2K
Fiduciary Alliance LLC11,991
0.0% of portfolio›$196.3K
Decker Retirement Planning Inc.10,902
0.1% of portfolio›$178.5K
Commonwealth Equity Services, LLC10,611
0.0% of portfolio›$173.7K
Tounjian Advisory Partners, LLC6,162
0.0% of portfolio›$100.9K
CoreCap Advisors, LLC2,538
0.0% of portfolio›$41.6K
Montgomery Financial Services LLC1,110
0.0% of portfolio›$18.2K
Buck Wealth Strategies, LLC1,071
0.0% of portfolio›$17.5K
Larson Financial Group LLC100
0.0% of portfolio›$1.6K
POM Investment Strategies, LLC22
0.0% of portfolio›$360
Silver Grove Financial Group, Inc.9
0.0% of portfolio›$147
Root Financial Partners, LLC0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Elevated Capital Advisors, LLC
361,506$5.9M2.0%ETFMediumSandy, UT2026-11-04
Key Capital Management, Inc
191,515$3.1M1.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Visionary Wealth Advisors
160,889$2.6M0.1%ETFLowO'Fallon, IL2026-11-04
Park Edge Advisors, LLC
142,489$2.3M0.5%CoreMediumCleveland, OH2026-10-28
Howard Bailey Securities, LLC
116,802$1.9M0.7%ETFMediumFort Wayne, IN2026-10-27
B.O.S.S. Retirement Advisors, LLC
103,710$1.7M0.5%ETFMediumLehi, UT2026-10-26
Mosley Wealth Management
77,642$1.3M0.4%ETFHighAnaheim, CA2026-10-16
Blackston Financial Advisory Group, LLC
53,997$883.9K0.5%ETFLowThe Villages, FL2026-11-04
Cambridge Advisors Inc.
52,564$860.5K0.1%ETFVery LowOmaha, NE2026-10-19
Discipline Wealth Solutions, LLC
47,918$784.4K0.1%ETFLowGreenville, SC2026-10-14
Networth Advisors, LLC
44,390$726.7K0.4%ETFMediumCanonsburg, PA2026-11-03
Sigma Planning Corp
41,607$681.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Tactive Advisors, LLC
36,506$597.6K0.1%ETFHighJacksonville, FL2026-10-08
Beacon Capital Management, LLC
31,568$516.8K0.1%ETFMediumFranklin, TN2026-10-23
Ignite Planners, LLC
30,814$504.4K0.1%CoreLowSan Clemente, CA2026-10-14
Mather Group, Llc.
20,731$339.4K0.0%ETFMediumChicago, IL2026-10-14
Lloyd Advisory Services, Llc.
19,649$321.6K0.1%ETFVery HighSuwanee, GA2026-11-02
Wealthcare Advisory Partners LLC
18,522$303.2K0.0%ETFLowWest Chester, PA2026-10-21
Fiduciary Alliance LLC
11,991$196.3K0.0%CoreMediumGreenville, SC2026-10-13
Decker Retirement Planning Inc.
10,902$178.5K0.1%Agg GrowthVery HighLevi, UT2026-10-19
Commonwealth Equity Services, LLC
10,611$173.7K0.0%ETFLowWaltham, MA2026-11-02
Tounjian Advisory Partners, LLC
6,162$100.9K0.0%GrowthHighFort Myers, FL2026-11-04
CoreCap Advisors, LLC
2,538$41.6K0.0%ETFMediumSouthfield, MI2026-10-08
Montgomery Financial Services LLC
1,110$18.2K0.0%ETFN/AOcean City, MD2026-11-03
Buck Wealth Strategies, LLC
1,071$17.5K0.0%ValueMediumDenver, CO2026-10-28
Larson Financial Group LLC
100$1.6K0.0%GrowthLowSt Louis, MO2026-11-05
POM Investment Strategies, LLC
22$3600.0%ETFVery HighRaleigh, NC2026-10-20
Silver Grove Financial Group, Inc.
9$1470.0%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
0$30.0%ETFMediumEncinitas, CA2026-10-21